Elizabeth Anderson Munday
Investment adviser representative at Advice and Planning Services
13 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 yearsFirm in business
Are you Elizabeth Anderson Munday? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Nuveen Securities, LLCOct 2021 to now
- TIAA-CREF Individual & Institutional Services, LLCNov 2018 to now
- TIAANov 2018 to now
- Wells Fargo Funds Distributor, LLCMay 2017 to Oct 2018
- Wells Fargo Funds Management, LLCMay 2017 to Oct 2018
- LPL Financial LLCJan 2013 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (NC).
Advice and Planning Services
Legal name: TIAA-CREF Individual & Institutional Services, LLC
$37.9BAssets managed
72,503Clients
1,707Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3256342
- Firm CRD
- 20472